See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,460 | $91,552-37.2% | $133,956-57.1% | $79,858-28.0% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.3pp | 69.6%+2.9pp |
| Annual return | 10.50% | 61.85%-51.3pp | 45.09%-34.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,552 | $2,384+7.1% | $3,919-34.9% | $2,471+3.3% |
| Participant deferral / active EE | $4,387 | $3,733+17.5% | $5,048-13.1% | $3,740+17.3% |
| Admin fee / account holder | $51,423 | $6,321+713.6% | $8,927+476.0% | $5,306+869.1% |